Part 4/12:
The core of the dispute revolves around pricing negotiations—Disney seeks to increase carriage rates, citing the value of their content, especially amid the peak college football and other sports seasons. YouTube, which has invested heavily—such as paying for NFL Sunday Ticket—claims to have paid fair market value and is not willing to accept significantly higher licensing costs.
The confusion deepens due to Disney's ownership of Hulu, which directly competes with YouTube TV. This triangulation creates inherent conflict: Disney is both a content creator and a platform owner, allowing for accusations of monopolistic behavior—attempting to favor their own services over competitors.